Unique Smith
Equinti
Milwaukee,WI
7
years of professional experience
Dynamic professional with a proven track record at Equiniti, excelling in stakeholder communication and compliance. Expert in transaction processing and cash flow management, I streamlined workflows, enhancing efficiency and reducing processing time. Adept at fostering relationships, I significantly improved customer satisfaction and retention through personalized solutions.
Work History
Transfer Agent
3 Years 3 Months- Managed shareholder communications and inquiries to ensure prompt resolution of issues.
- Oversaw transfer processes, ensuring compliance with regulatory standards and internal policies.
- Led training sessions for new employees on transfer agent systems and procedures.
- Streamlined documentation workflows to enhance efficiency and reduce processing time.
Fraud Prevention Representative
1 Year 8 Months- Managed customer inquiries and issues, ensuring timely resolution and satisfaction.
- Analyzed transaction patterns to identify potential fraudulent activities and mitigate risks.
Retention Representative
2 Years 4 Months- Implemented effective communication protocols to address customer concerns promptly.
- Fostered strong relationships with customers through personalized interactions and tailored solutions.
- Reduced customer churn through regular follow-up calls and personalized recommendations for products and services.
Education
- Business Management & Administration
High School Diploma
Skills
Banking regulations
Transaction processing
Telephone etiquette
Stakeholder communication
Compliance awareness
Transaction processing
Teamwork and collaboration
Customer service
Problem-solving
Time management
Timeline
Transfer Agent
Equinti
03.2023 - 06.2026Read More
Fraud Prevention Representative
Stripe
06.2021 - 02.2023Read More
Retention Representative
Spectrum
01.2019 - 05.2021Read More
Milwaukee Area Technical College
from Business Management & Administration
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Wisconsin Virtual Academy
High School Diploma
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